Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

In this episode of the Loan Officer Marketing Podcast, we sit down with Dan Habib from MBS Highway/Highway.ai to unpack the latest market updates, explore the transformative role of AI in the mortgage industry, and gain valuable insights for loan officers navigating today’s challenges.

This episode is packed with actionable insights you won’t want to miss!

Watch as Chris speaks with Dan about…

• The Federal Reserve’s Recent Rate Cut and Its Impact on the Bond Market: How the recent 25 bps cut and reduced 2024 projections impact mortgage rates and affordability.
• How AI Is Reshaping Customer Interactions and Streamlining Processes in the Mortgage Space: The game-changing role of AI in lead qualification, client interactions, and process automation.
• Practical Advice for Loan Officers to Build Trust, Increase Conversions, and Nurture Realtor Relationships: Tips to build trust, boost conversions, and strengthen realtor relationships in today’s market.

And MORE!

Connect with Dan Habib:

LinkedIn - https://www.linkedin.com/in/thedanhabib

Instagram - https://www.instagram.com/thedanhabib/

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

 

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

In this episode of the Loan Officer Marketing Podcast, Rob Miller shares his incredible journey of scaling his loan volume to an impressive 67 loans in a single month.

From leveraging cutting-edge AI tools to fostering strong relationships with real estate agents, Rob reveals the strategies and systems that have propelled his success. 

Whether you're looking to grow your loan business or refine your processes, this episode is packed with actionable insights you won’t want to miss!

Watch as Chris speaks with Rob about…

• From 6 to 67 Loans: Rob Miller’s AI-Powered Growth Strategy: Discover how Rob Miller skyrocketed his loan volume from 6-9 loans per month to 67 in September by leveraging AI tools, proactive database outreach, and streamlined workflows.

• Mastering Purchases and Refinances: Learn his unique approach to balancing purchase and refinance business, including locking clients in at optimal rates before market changes.
• Building Agent Relationships and Streamlining for Success: Gain insights into building strong real estate agent relationships and maximizing efficiency with targeted communication and automation.

And MORE!

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

Tony Umholtz's $2 Billion Success Story: From NFL Kicker to Mortgage Powerhouse

 

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

 

In this episode of the Loan Officer Marketing Podcast, we dive into the inspiring journey of Tony Umholtz, who transitioned from a career in football to becoming a top-producing mortgage banker.

 

Watch as Chris speaks with Tony about…

 

• From Field Goals to Financial Goals: Tony's journey from playing for the Giants, Patriots, and Titans to closing $12 million in mortgage production in his first year.

• Staying in the Game: Why Tony chose mortgage banking over a return to the NFL and how he has surpassed $2 billion in career production.
• Diversifying for Success: Insights into Tony's diversified business model, working with real estate agents, builders, financial planners, and even celebrities.
• Winning Strategies with Financial Planners: How Tony leverages his finance background to build strong referral partnerships.
• Advice for Loan Officers: Tips on diversification, adaptability, and creating a daily success plan for long-term growth.

 

And MORE!

 

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

Follow us on Instagram for daily mortgage inspiration - https://www.instagram.com/_chrisjohnstone_

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

Join Todd Bookspan on the Loan Officer Marketing Podcast as he shares powerful strategies for loan officers, covering mindset, time management, database leverage, and AI tools to boost efficiency and business growth. Don’t miss these essential insights!

Watch as Chris speaks with Todd about…

• Positive Mindset & Consistent Execution: Todd Bookspan shares how top loan officers stay focused on what they can control, maintaining a positive outlook and sticking to their plan, even during market shifts.
• Time Management & Productivity: Learn how disciplined time management and saying “no” to distractions enable loan officers to prioritize their most impactful activities, structuring routines for peak productivity.
• Leveraging AI & Database for Efficiency: Discover how conversational AI can streamline communications and free up time, while regular check-ins with past clients and referral partners help drive ongoing business growth.

And MORE!

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

Welcome to the Loan Officer Marketing Podcast!

In today’s episode, hosts Chris Johnstone and Carl White are joined by Jennifer Woodland, a standout in our concierge program, for an in-depth chat on appointment setting.

They’ll reveal powerful strategies to help loan officers make the most of their time and increase closings by building valuable realtor connections. Jenn brings firsthand insights on how her team connects with past clients, pre-approved buyers, and top-notch real estate agents to set up high-value appointments that lead to real growth.

 

Watch as Chris Johnstone and Carl White speaks with Jennifer about…

 

• Why realtor referrals are gold and how to secure them.
• How to effectively set appointments with past clients and agents.
• Proven ways to stay energized and motivated while making calls
• The game-changing role of tech and automation in appointment setting.

Plus, Jenn shares eye-opening stats comparing closing ratios for social media leads versus realtor referrals—and reveals why investing in agent relationships is the smartest way for loan officers to spend their time.

Want to take your appointment setting to the next level? Visit http://loappointments.com/ and learn how our concierge program can help you reach your goals!

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

In today’s episode, we sit down with powerhouse Loan Officer Vickie Lasher, who shares her incredible journey back into the industry after a year and a half break.

Vickie reveals her step-by-step prospecting approach and the true value of staying connected to clients over the long term.

Watch as Chris speaks with Vickie about…

• Vickie’s return to the industry led to a $3.2 million closing month, powered by the MMA & Call Stars strategies.
• Learn the value of consistent outreach, including reconnecting with past clients to create fresh refinance opportunities.
• Get Vickie's top tips on daily prospecting routines and how persistence in making calls can turn “no’s” into a thriving loan pipeline.

And MORE!

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host Chris Johnstone welcomes Frank Garay from the Loan Officer Breakfast Club!

They dive deep into the incredible resources available for loan officers, including the daily coaching sessions that have transformed the way professionals in the industry connect and grow.

Discover the power of the Loan Officer Breakfast Club, where you can access 30 minutes of free coaching every weekday.

Frank shares insights on the community's growth, the engaging "Objection of the Day" segment, and how loan officers are overcoming challenges together.

Don't miss out on the fun and camaraderie that makes the Breakfast Club a unique and essential resource for loan officers everywhere!

Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

In this episode, your host, Chris Johnstone and Kyle Guldenpfennig dive deep into the strategies fueling Kyle’s impressive growth in the mortgage industry. Starting the year at 3-4 loans per month, Kyle now averages 7-8 and has ambitious plans to hit 16 loans monthly in the next 6-9 months. He shares insights on how technology, automation, and mindset have been game-changers, including his use of LO CRM for streamlined follow-ups, automated voicemails, and targeted communication for leads from Zillow and other online platforms.

Scaling Loan Production: Kyle Guldenpfennig shares his journey from averaging 3-4 loans per month at the beginning of the year to consistently closing 7-8 deals monthly, with plans to reach 16 loans per month within the next 6-9 months.

Technology & Automation as Game-Changers: Discover how Kyle leverages LO CRM to automate follow-ups, voicemails, and targeted communication for online leads, maximizing efficiency and staying top-of-mind for Zillow prospects and beyond.

Mindset & Future Innovations: Kyle emphasizes the power of an abundance mindset in growing his business and discusses exciting AI advancements, including smart glasses, to streamline mortgage services further.

And MORE!

Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

In this episode, your host Chris Johnstone is joined by Andrew Cebulskie, President of Lynx Financial Group. Watch as Chris speaks with Andrew about…

• How Andrew added 8 new deals to his pipeline in one week by consistently following the DSP.
• Why protecting your calendar and being intentional about making calls is crucial for success.
• Regularly calling past clients and pre-approved prospects keeps you top-of-mind for referrals.

And MORE!   Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

Looking to boost your mortgage business? Building strong, lasting relationships with real estate agents is key to growing your pipeline.   In this episode, we’ll show you how Loan Officer CRM simplifies the entire process—automating your outreach, scheduling appointments, and tracking success—so you can close more deals without wasting time on manual tasks.   Tune in to learn how you can leverage this powerful tool to streamline your efforts and drive real results!   We’ll learn how to:

• Add qualified real estate agents to your CRM
• Automate outreach and follow-up
• Leverage the power dialer for efficient calling
• Use a proven follow-up system
• Build lasting relationships with agents
• Track success and refine your strategy

And More!   Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!